A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 13,553 shares of IEF stock, worth $1.27 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
13,553
Previous 3,039 345.97%
Holding current value
$1.27 Million
Previous $292,000 339.04%
% of portfolio
0.14%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$93.54 - $96.82 $983,479 - $1.02 Million
10,514 Added 345.97%
13,553 $1.28 Million
Q3 2023

Nov 07, 2023

BUY
$91.32 - $97.13 $3,561 - $3,788
39 Added 1.3%
3,039 $278,000
Q2 2023

Aug 08, 2023

BUY
$96.39 - $100.48 $48,195 - $50,240
500 Added 20.0%
3,000 $289,000
Q1 2023

May 12, 2023

BUY
$94.41 - $100.02 $236,025 - $250,050
2,500 New
2,500 $247,000

Others Institutions Holding IEF

About ISHARES BARCLAYS


  • Ticker IEF
  • Sector ETFs
  • Industry ETFs
More about IEF
Track This Portfolio

Track Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.